Migrate from Simple Sales Tracking to Pipedrive

Simple Sales Tracking Contacts map directly to Pipedrive Persons. Name, email, phone, and address fields map to the corresponding Pipedrive Person fields. We resolve the Contact-to-Account link from Simple Sales Tracking and attach the Person to the matching Organization in Pipedrive at import time. Any Contact without an associated Account in the source becomes an unlinked Person; we flag these in the reconciliation report.

Simple Sales Tracking Accounts map to Pipedrive Organizations. Account name, address, industry, and website fields map directly. Organization is created before any Person import so that the link between Person and Organization is satisfied at the moment of Person insert. We use Organization name as the dedupe key to avoid creating duplicate Organizations from repeated account data.

Simple Sales Tracking Leads map to Pipedrive Leads. Lead status, source, owner assignment, and any custom Lead-level properties migrate directly. In Pipedrive, Leads and Deals share the same custom field structure, so any custom fields defined on Leads in Simple Sales Tracking map to Pipedrive custom fields that we pre-create on both object types before import.

Simple Sales Tracking Opportunities map to Pipedrive Deals. Deal title, amount, expected close date, owner assignment, and stage map to the corresponding Pipedrive Deal fields. We resolve the Opportunity-to-Account link and set the Deal's Organization ID accordingly. Commission percentage or amount fields from Simple Sales Tracking's Commission Tracking feature migrate to custom Deal fields in Pipedrive if the destination plan supports them.

Simple Sales Tracking custom pipeline stages map to Pipedrive pipeline stages within the selected Pipeline. We capture the full stage sequence and probability percentages from the source and create matching Pipedrive stages with equivalent probability values. If the source has more stages than the default Pipedrive template, we create a custom pipeline in Pipedrive during the configuration phase before any Deal import begins.

Simple Sales Tracking Tasks map to Pipedrive Tasks with due date, assignee, status, and title preserved. We resolve the assignee by email match against the User table and set the task's linked Person or Organization at import time. Simple Sales Tracking does not expose a full task status change history, so we migrate the current task state without historical transition logs.

Simple Sales Tracking Appointments map to Pipedrive Activities of type meeting. Title, date, time, duration, and linked Contact migrate directly. We resolve the Contact reference to the corresponding Person in Pipedrive and attach the Activity to that Person and any related Organization. Attendees beyond the primary Contact require manual re-assignment in Pipedrive post-migration.

Simple Sales Tracking Notes migrate to Pipedrive Notes attached to the parent record (Person, Organization, or Deal). Note content and creation timestamp preserve; formatting beyond plain text (bold, italic, embedded images) may not carry over depending on the source export format. We attach each Note to its parent record via ContentDocumentLink at import time.

Custom fields defined on Simple Sales Tracking's Sales Records require resolution without a schema API endpoint. During discovery we ask the customer for a screen capture of their custom field configuration page and cross-reference it against a sample API export to build the complete field map. We pre-create matching custom fields in Pipedrive on both Deal and Lead objects before migration, matching field type (text, number, date, dropdown) from the source definition.

Files attached to Contacts, Opportunities, and Notes in Simple Sales Tracking are exported as individual downloads from the 1 GB total storage allocation. We re-attach each file to its corresponding Person, Organization, or Deal in Pipedrive using Pipedrive's Files API. File size and count are constrained by the source's 1 GB ceiling, so we scope file migration during discovery to avoid discovering storage overrun mid-extraction.

Lead sources in Simple Sales Tracking are a configurable reference taxonomy. We migrate source labels as values and map them to a Pipedrive custom field on Deal or Lead (type: set options) so that the customer's historical source data remains segmented in Pipedrive reporting. If Pipedrive's UTM tracking fields are active in the destination account, we may alternatively map sources to those fields based on the customer's preference during scoping.

Simple Sales Tracking user records and permission levels migrate to Pipedrive Users by email match. Role naming conventions differ between the platforms, so we map Simple Sales Tracking permission levels to the closest applicable Pipedrive role (Admin, Manager, Regular Member) and flag any non-standard permission configurations in the handoff document for manual review.